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Northern Trust

905 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 284 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.13% less ownership

Funds ownership: 83.34%83.21% (-0.13%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$29.3M)

12% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 322

Holders
905
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93.5M
Puts
$19.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
951
CI Investments Inc
Ontario, Canada
OWP
952
ORG Wealth Partners
Texas
SP
953
Saranac Partners
O
954
Ossiam
France
Loomis, Sayles & Company
955
Loomis, Sayles & Company
Massachusetts
JWM
956
JPL Wealth Management
Colorado
PPA
957
Painted Porch Advisors
California
FWM
958
Focused Wealth Management
New York
WT
959
Whittier Trust
California
SIC
960
Salem Investment Counselors
North Carolina
GG
961
Gleason Group
Kentucky
RA
962
Rise Advisors
New York
BMC
963
Bear Mountain Capital
Washington
MSWA
964
Marshall & Sterling Wealth Advisors
New York
CCM
965
Cloud Capital Management
Washington
HHGA
966
Halbert Hargrove Global Advisors
California
CFD
967
Creative Financial Designs
Indiana
CTWM
968
Cherry Tree Wealth Management
Minnesota
OCM
969
Orion Capital Management
California
CAC
970
Core Alternative Capital
Georgia
TIM
971
Tortoise Investment Management
New York
ETS
972
ESL Trust Services
New York
LCM
973
Logan Capital Management
Pennsylvania
TCA
974
Trifecta Capital Advisors
Illinois
HC
975
Hurley Capital
New York